Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 25th, 2017
SSGA Retirement Policy Leader Expects Retirement Tax Reform
State Street Global Advisors is just the latest firm to tell PLANADVISER that serious policy conversations going on behind closed doors in Washington very much include retirement tax reform. Read more >
DOL Wins Settlement Over Withheld Contributions
Fiduciaries of the Weinhagen Tire Company 401(k) Plan agreed to an order resolving the DOL’s lawsuit claiming the fiduciaries allowed the misdirection and misuse of employee contributions. Read more >
The Effects of Aging on Saving
The challenge is obviously greater for people who are at risk of developing severe cognitive impairments, a group that which the Center for Retirement Research projects will grow to include more than a third of people reaching their 80s. Read more >
Discussions and Implementation Steps for SRI Investing
Neuberger Berman has created a framework for retirement plan sponsors considering including SRI strategies in their plans. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Fiduciary Rule Litigation
Advisers cannot simply ignore the litigation over the rule on the belief that the status quo will return if the Trump administration pulls the rule back. This is not necessarily the case. Read more >
Firms Offer Support for Future Financial Planners
The Financial Planning Association and FP Transitions have teamed up to help new financial planners find opportunities in existing firms’ succession plans.  Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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